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Impact Investors’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

Impact Investors’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.5M Sell
437,179
-80,311
-16% -$2.09M 8.38% 1
2026
Q1 		$13.6M Buy
517,490
+45,243
+10% +$1.21M 9.45% 1
2025
Q4 		$12.5M Buy
472,247
+60,909
+15% +$1.64M 8.67% 1
2025
Q3 		$11.1M Sell
411,338
-276,948
-40% -$7.31M 7.3% 1
2025
Q2 		$18.3M Buy
688,286
+66,623
+11% +$1.75M 12.93% 1
2025
Q1 		$16.9M Buy
621,663
+125,415
+25% +$3.34M 13.19% 1
2024
Q4 		$13M Buy
+496,248
New +$13.6M 10.08% 2

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Impact Investors's SPTL Position: Q2 2026 in Review

Impact Investors reduced its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 16% in Q2 2026, selling an estimated $2.09M and leaving 437,179 shares worth $11.5M. The position accounts for 8.38% of the portfolio, ranked #1.

Impact Investors first reported a position in SPTL in Q4 2024 and has held it in 7 quarters since. The position peaked at $18.3M in Q2 2025. 476 funds tracked by Wall St. Rank hold SPTL as of Q2 2026.

  • Impact Investors held 437,179 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $11.5M as of Q2 2026.
  • Impact Investors sold 80,311 State Street SPDR Portfolio Long Term Treasury ETF shares in Q2 2026, an estimated $2.09M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 8.38% of Impact Investors's portfolio in Q2 2026, its #1 holding.
  • Impact Investors first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q4 2024 and has held it in 7 quarters since.
  • Impact Investors's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $18.3M in Q2 2025.
  • 476 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q2 2026.

Based on Impact Investors's 13F filing for Q2 2026, filed 31 Jul 2026.